+12,179.8%
UPRO vs MKC
+323.9%
+11,855.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -2.4% |
| 7D | +7.4% | -3.0% | +10.4% | +10.6% |
| 30D | -7.9% | +4.8% | -12.7% | -13.5% |
| 3M | -12.0% | -12.8% | +0.8% | -1.4% |
| 6M | -2.0% | +5.0% | -7.0% | -12.5% |
| YTD | +20.4% | -29.1% | +49.4% | +55.6% |
| 1Y | +24.5% | -26.4% | +50.9% | +53.2% |
| 3Y | +224.4% | -21.6% | +246.0% | +231.8% |
| 5Y | +97.6% | -35.2% | +132.9% | +141.7% |
| 10Y | +1,097.3% | +25.6% | +1,071.7% | +427.3% |
| All | +12,179.8% | +323.9% | +11,855.9% | +417.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MKC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling